At a Glance
- Tasks: Help clients with retirement, investment, and tax planning while growing your own client base.
- Company: Join Alan Boswell Financial Planning, a trusted name in financial services.
- Benefits: Enjoy competitive pay, support from paraplanning resources, and a focus on client success.
- Other info: Dynamic role with opportunities for professional growth and development.
- Why this job: Make a real difference in people's financial futures while building lasting relationships.
- Qualifications: Experience in financial advising and strong networking skills are essential.
The predicted salary is between 45000 - 50000 £ per year.
Alan Boswell Financial Planning, part of the Alan Boswell Group, is seeking an experienced adviser to proactively grow its client base while delivering tailored retirement, investment and tax planning guidance.
You will build long-term relationships with an existing bank of clients and generate new business through networking and referrals, supported by comprehensive paraplanning and admin resources to help you focus on client outcomes.
Wealth Adviser: Proactive Growth, Retirement & Tax Planning in Norwich employer: Alan Boswell Group
Alan Boswell Group is an exceptional employer located in Norwich, offering a supportive work culture that prioritises employee growth and development. With structured career advancement opportunities and comprehensive training, this role as a Financial Planning Assistant is perfect for those eager to enhance their skills in financial services while contributing to a dynamic team dedicated to client success.
